Greta
Level 9
12-14-2021
12:45 PM
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I don't have a Miscellaneous link in the column on the left. Miscellaneous link is available once I open a client, as you said. So do I have to do it for each client once I opened his file? Will it apply only to this client? Then it would be faster to just check the No box per senior client, except perhaps it would apply to future years?